Blue Curve Advisory, LLC

Blue Curve Advisory LLC provides discretionary portfolio management, financial planning, and standalone tax preparation to individuals (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, and corporate clients. The firm manages client accounts using model portfolios and may invest in a range of instruments including equities, ETFs, REITs, and real estate.

The firm emphasizes discretionary management guided by fundamental analysis, modern portfolio theory, and long‑term purchase strategies, and it manages cash and addresses tax considerations while noting tax efficiency is not a primary objective. Clients sign a financial planning agreement before beginning portfolio management, grant discretionary trading authority, and generally may not impose restrictions on holdings within firm model portfolios; accounts are reviewed at least quarterly.

Blue Curve is unusual among peers in operating with a relatively high number of client relationships per advisor—managing roughly $125 million for nearly 289 clients across two advisors—which implies a higher client coverage model. The firm’s service mix and marketing are also distinctive: it offers standalone tax preparation, its advisors are licensed insurance agents who may earn commissions on insurance sales, and the firm’s marketing includes the use of client testimonials.